Observatory · observe first

Follow the allocation change

Matched S&P 500 members → sector → industry → sub-industry → company. Each step uses the same percentage points.

Historical time machine

Historical observation

20182026

Universe›Utilities›Electric Utilities›Electric Utilities

1 · Sector

Weight and 12M allocation change

Consumer Discretionary47.6%+40.56 pp Materials1.4%-0.73 pp Utilities2.1%-1.09 pp Real Estate2.0%-1.22 pp Communication Services2.1%-1.38 pp Energy2.4%-2.26 pp Consumer Staples5.2%-4.20 pp Health Care10.5%-6.24 pp Information Technology9.7%-6.37 pp Industrials7.4%-8.17 pp Financials9.6%-8.90 pp

2 · Industry

Inside Utilities

Electric Utilities1.16%-0.55 pp Multi-Utilities0.78%-0.49 pp Water Utilities0.06%-0.03 pp Independent Power Producers & Energy Traders0.07%-0.02 pp Gas Utilities0.00%+0.00 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities1.16%-0.554 pp

Broad

The loss is shared across much of the industry.

View all contributions →

Electric Utilities · weight

1.16%

Industry change · 12M

-0.55 pp

Electric Utilities · contribution

-0.554 pp

Company participation

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Nov 2018 · sorted by absolute contribution to 12-month change

Company	Country	Market cap	Universe weight	3M contribution	12M contribution	12M price return	Above 6M weight average
Duke Energy → DUK	United States	$63.1bn	0.210%	+0.023 pp	-0.104 pp	+18.1%	No
Southern Company → SO	United States	$48.7bn	0.162%	+0.018 pp	-0.096 pp	+10.6%	No
American Electric Power → AEP	United States	$38.3bn	0.127%	+0.013 pp	-0.066 pp	+17.2%	No
Edison International → EIX	United States	$18.0bn	0.060%	-0.009 pp	-0.056 pp	-9.0%	No
Public Service Enterprise Group → PEG	United States	$28.3bn	0.094%	+0.008 pp	-0.056 pp	+10.7%	No
Evergy → EVRG	United States	$15.6bn	0.052%	+0.012 pp	+0.052 pp	+18.6%	Yes
PPL Corporation → PPL	United States	$22.0bn	0.073%	+0.006 pp	-0.052 pp	+0.3%	No
Exelon → EXC	United States	$32.0bn	0.106%	+0.009 pp	-0.044 pp	+24.6%	No
Eversource Energy → ES	United States	$21.7bn	0.072%	+0.008 pp	-0.042 pp	+11.2%	No
WEC Energy Group → WEC	United States	$22.9bn	0.076%	+0.007 pp	-0.040 pp	+16.6%	No
FirstEnergy → FE	United States	$19.3bn	0.064%	+0.006 pp	-0.019 pp	+19.9%	No
Alliant Energy → LNT	United States	$10.7bn	0.036%	+0.003 pp	-0.017 pp	+16.9%	No
Entergy → ETR	United States	$7.9bn	0.026%	+0.002 pp	-0.014 pp	+15.7%	No

Company contributions use weights among matched S&P 500 members and add through each level without rescaling. Companies without matched shares and prices are omitted. These observations do not establish official index weights or actual fund flows.